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Green Portal
Everything you need to know to use the CountingWorks PRO Green Portal. (portal.clientwhys.com)
Automated Newsletter
- Make Changes to CountingWorks PRO’s Automated Newsletter
- View Upcoming Email Newsletter
- Setting Up the Call To Action Buttons on my Newsletter and Greetings
- The Newsletter Sign-Up Form - Opt-in
- Creating a custom newsletter
- Email Newsletter Tracking Statistics
- Communication Newsletter Set Up
- Communication Overview
- How do I send the monthly newsletter to a new client?
- Automated Newsletter
- Add a New Client
eSign
Online Appointments & Reminders
Client Management
Improve Your Presence
Message Center
Professional View Portal
- Starting a secure conversation
- Setting Up the Send a Referral Page
- Client Portal Notes
- CountingWorks PRO Green Portal Preferences and Settings
- Global File Purger
- How do I rename a file?
- Using Tags to organize documents
- Dashboard Activity Feed
- Add a Professional Headshot Portrait
- Professional Portal Welcome Overview Video
Tips & Tricks
Domains
Website Editor Plugins
Website Editor
- How do I add a PDF hyperlink to an article?
- How do I change the order of my website pages?
- Site Editor Welcome Message
- Adding footer disclosur
- How Do I Add Authorize.net Payments To My Website?
- How Do I Add PayPal Payments To My Website?
- Website Plugins
- Enable Top Nav Bar Plugin
- Editor Image Upload Option
- Website page editor
- Website Navigation Set Up
- Website Custom Color Selection
- Website color scheme
- Adding logo to website header
- Primary Presentation
- Homepage Design and Plugins
- Home page layout and design basics
Social Media